Skip to content
Project Blue Support Docs home
Project Blue Support Docs home

Install Project Blue

The project blue close app install link will be found in the onboarding email set by our support team. You can also install it here or with the link below!
https://app.close.com/oauth2/authorize/?client_id=oa2client_5Lpijmt99B62GzhUfvP8oA&response_type=code

You can verify that the app has been installed by

  1. Head to "Integrations" in the left hand nav bar near the bottom left

  2. Then select "Accounts & Apps"

Authorize Project Blue in Close - Step 2.png

  1. Click "Authorized Apps" and you'll see our app loaded into your CRM

Authorize Project Blue in Close - Step 4.png

Next steps:

Start Messaging via conversation's

Due to Close's API limitations and not being developer friendly, project blue has created a more intuitive way to chat with your leads directly in your CRM using the Project Blue Chrome extension which can be installed here or with the link below:

https://chromewebstore.google.com/detail/project-blue/bkhhglfciljiplgciljdnbmeeggefafa?pli=1

More info about this can be learned about here:

Workflow Automations

To setup workflow automations based on close trigger's, we've designed an intuitive way to sync with your automation flows

More info can be found here 👉
https://help.tryprojectblue.com/article/setup-zapier-automations

Powered by Plain